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Disclosery

HighRoad Wealth Advisors, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighRoad Wealth Advisors, LLC on CVX, newest first. How the timeline and the estimate are built.

HighRoad Wealth Advisors, LLC held 1,135 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,135 shares
    Change vs previous 13F +1,135 shares

    0.19% of the 13F portfolio, value $231,778.

    13F-HR 0002079807-26-000005 filed by HighRoad Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,135 shares

    13F-HR 0002079807-26-000003 filed by HighRoad Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 1,135 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $234,832.

    13F-HR 0002079807-26-000002 filed by HighRoad Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).